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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,607 | $89,259+0.4% | $107,187-16.4% | $82,637+8.4% |
| Participation rate | 68.8% | 67.9%+0.8pp | 75.0%-6.3pp | 68.1%+0.7pp |
| Annual return | 13.75% | 21.02%-7.3pp | 204.55%-190.8pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,126 | $3,080-63.4% | $3,782-70.2% | $2,552-55.9% |
| Participant deferral / active EE | $2,691 | $4,037-33.3% | $5,096-47.2% | $4,126-34.8% |
| Admin fee / account holder | $6,665 | $7,381-9.7% | $9,162-27.3% | $7,339-9.2% |